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Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
726
Retirement Planning Company of New England
Rhode Island
$215K
TIMH
727
Tilt Investment Management Holdings
New York
$214K
BP
728
Ballentine Partners
Massachusetts
$213K +$216K +5,232 New
TTWM
729
TCV Trust & Wealth Management
Virginia
$213K
SMC
730
Smith, Moore & Co
Missouri
$213K -$22.7K -550 -10%
AC
731
Allstate Corporation
Illinois
$212K -$5.87K -142 -3%
CIA
732
Compass Ion Advisors
Pennsylvania
$211K +$1.9K +46 +0.9%
CCA
733
Clearwater Capital Advisors
Illinois
$211K
RCA
734
Resonant Capital Advisors
Wisconsin
$211K +$8.72K +211 +4%
ANTB
735
AMG National Trust Bank
Colorado
$210K -$83.7K -2,025 -28%
GFWA
736
Grey Fox Wealth Advisors
Delaware
$209K -$62.4K -1,510 -23%
ATC
737
Argent Trust Co
Tennessee
$209K +$1.78K +43 +0.8%
QC
738
Quent Capital
New York
$207K
CA
739
Claro Advisors
Massachusetts
$207K +$210K +5,087 New
NP
740
NorthRock Partners
Minnesota
$205K -$23.7K -574 -10%
4WM
741
44 Wealth Management
Oregon
$205K -$23K -557 -10%
PP
742
Patten & Patten
Tennessee
$205K +$1.65K +40 +0.8%
KC
743
Kepos Capital
New York
$205K +$208K +5,025 New
GA
744
Geller Advisors
New York
$205K +$208K +5,021 New
EBWM
745
Eagle Bluffs Wealth Management
Missouri
$204K
SFS
746
Stiles Financial Services
Minnesota
$204K +$207K +5,002 New
NRG
747
Nemes Rush Group
Michigan
$203K +$206K +4,990 New
HFM
748
Harvest Fund Management
China
$203K +$89K +2,154 +76%
AC
749
ASB Consultores
Florida
$201K +$204K +4,945 New
BWAM
750
Boyd Watterson Asset Management
Ohio
$201K +$827 +20 +0.4%